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Lloyd Advisory Services’s MSCI MSCI Stock Holding History

Lloyd Advisory Services’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29
Closed -$16.5K – 982
2025
Q4 		$16.5K Buy
+29
New +$16.3K 0.01% 354
2022
Q2 		– Sell
-151
Closed -$76K – 393
2022
Q1 		$76K Buy
151
+19
+14% +$9.85K 0.04% 186
2021
Q4 		$81K Buy
132
+21
+19% +$13.2K 0.04% 154
2021
Q3 		$68K Buy
111
+47
+73% +$28.7K 0.04% 140
2021
Q2 		$34K Buy
64
+20
+45% +$9.53K 0.02% 196
2021
Q1 		$18K Buy
44
+37
+529% +$15.5K 0.01% 220
2020
Q4 		$3K Hold
7
– – ﹤0.01% 299
2020
Q3 		$3K Buy
+7
New +$2.54K ﹤0.01% 266

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return